Find & Apply For Personal Financial Advisor Jobs in Fort Hood, Texas

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Position range in Coastal Bend $40k - $137k Per Year Financial Counselor

THE AFX GROUP LLC

Occupation:

Personal Financial Advisors

Location:

Fort Hood, TX - 76544

Job Type:

Regular, Full Time (30 Hours or More), Permanent Employment

Posted:

09/01/2026

Positions available: 4

Source:

WorkInTexas

Web Site:

WorkInTexas

Onsite /

Remote:

Work onsite all of the time

Updated:

09/04/2026

Expires:

10/01/2026

Job #: 17063419

Job Requirements and Properties

Help for Job Requirements and Properties. Work Onsite

Full Time Education

Bachelor's Degree Experience

48 Month(s) Schedule

Full Time Job Type

Regular Duration

Permanent Employment Public Transit

Available Benefits Help for .

VACANCY ANNOUNCEMENT

Financial Counselor - FULL-TIME (Onsite)

LOCATION

Fort Hood, TX The AFX Group is accepting resumes for a Full-Time Financial Counselor. This position is designated as a Service Contract Act position. The Financial Counselors primary role is to provide certified financial counseling and instruction to Service members and eligible clients throughout the military-to-civilian transition process. The Financial Counselor helps clients understand their current financial condition, identify risk, develop realistic post-transition financial plans, and make informed decisions regarding income, expenses, credit, debt, taxes, insurance, benefits, and long-term financial readiness.

KEY RESPONSIBILITIES

Deliver individual financial counseling and group instruction using approved Army and DoD financial readiness curriculum and guidance.

Assess client financial readiness, identify risk indicators, and help develop practical transition budgets and post-separation financial plans.

Educate clients on cash flow, debt management, credit, taxes, insurance, emergency savings, retirement, benefits, and changes in military compensation.

Explain financial considerations associated with employment, education, relocation, housing, health care, and family transitions.

Provide feedback on required financial plans and supporting documentation in accordance with TAP and Career Readiness Standards.

Refer clients to appropriate military, Government, nonprofit, and community financial resources when needs exceed the scope of the role.

Document counseling, instruction, assessments, referrals, and completion status accurately and on time in the designated system of record.

Coordinate with Transition Counselors, CIMs, installation personnel, and partner organizations to ensure integrated support and continuity of care.

Support virtual, in-person, mobile, and surge delivery based on regional workload and client demand.

Maintain professional credentials and complete all required training, quality reviews, and continuing education.

MINIMUM QUALIFICATIONS

Bachelors degree from an accredited institution.

A current nationally recognized financial counseling, planning, coaching, or education certification appropriate to the work.

At least three years of experience providing financial counseling or advising individuals on financial benefits, resources, budgeting, debt, credit, taxes, or life-cycle financial planning.

Knowledge of financial readiness fundamentals and financial considerations affecting Service members and families during transition.

Ability to deliver effective individual counseling and group instruction in both in-person and virtual environments.

Strong judgment, communication, documentation, confidentiality, and customer service skills.

Ability to obtain and maintain required Government suitability, installation access, Common Access Card, and system access.

PREFERRED QUALIFICATIONS

AFC, CFP, ChFC, CPA, or another nationally recognized credential relevant to financial counseling or planning.

Experience supporting military financial readiness, personal financial management, transition assistance, veterans, or military families.

Knowledge of military compensation, retirement, survivor benefits, VA benefits, education benefits, and post-service financial planning.

ADDITIONAL REQUIREMENTS AND WORKING CONDITIONS

May be assigned as a shared regional or enterprise specialist and provide synchronous virtual services across multiple installations and time zones.

Must maintain all professional certification and continuing-education requirements throughout employment. EOE/Vet/Disabled